Advis Network Privacy Policy

Last Updated: June 2, 2025

Advis Network, Inc. provides services including, on the websites located at advisnetwork.com, and app.advisnetwork.com, and pro.app.advisnetwork.com. Advis Network, Inc. (“Company,” “Advis Network,” “we,” “our,” or “us”) respects your privacy.

The following information constitutes the Privacy Policy (“Privacy Policy”) for these websites and other Company websites, platforms, web-based solutions, mobile applications, and other online services that are linked to these websites or affiliated with these websites and platforms, including, without limitation, their content and materials, and all of the text, graphical, audio, video, software, information, data, trademarks, logos, service and program names and other content and services available, displayed, or accessible on or through them (collectively the “Websites” or “Sites”), and any services and platforms that are made available to you through the Website (“Services”) are provided to you subject to this Privacy Policy. The Sites are operated by Advis Network, Inc., a Delaware corporation with its principal office in Olympia, WA.

This Privacy Policy (“Policy”) lets you know about the types of personal information we collect, what we do with personal information that we collect and use for our own purposes, such as your account information, and information about how you use and interact with our Services, including information you submit to our customer support. This Policy does not apply to the personal information of our employees or job applicants (except to the extent employees or job applicants are Users).

We use cookies and similar tracking technologies. Our Cookies Policy explains how those technologies work.

Please review this Privacy Policy carefully, and please use the information herein to make informed choices. By using our Services, accessing our Websites, and or by registering for any of our Services or purchasing any Services you confirm that you have agreed to our Terms of Use (“Terms of Use”) located at https://advisnetwork.com/terms, and have read and understand our Privacy Policy. The users and visitors of our Websites are “Users”. Any other capitalized terms not defined in this Privacy Policy have the meanings in our Terms of Use.

IF YOU DO NOT AGREE TO THIS PRIVACY POLICY, DO NOT USE ANY OF THE SITES OR SERVICES OR GIVE US ANY OF YOUR DATA. YOUR CONTINUED USE OF ANY OF THE SITES AND/OR SERVICES MEANS THAT YOU AGREE TO THIS PRIVACY POLICY.

1. The Scope of this Policy

A. Scope: This Privacy Policy applies to our Websites; to our “backend” hosted applications that are a part of our service platform; and to all data and/or information that is collected via our websites, applications and mobile applications. Site Users will have to register and create an account in order to access any of our Services. Users must be financial professionals and will need to verify certain information after they register, and all financial advisers must provide their FINRA Central Registration Depository number (“FINRA CRD Number”) number during registration. Advis will disable the accounts of Users who are not financial professionals. Users are responsible for managing their activity and use of the Sites. Through the Sites Users can create “watch lists” of financial products, customize their personal dashboard, create and share links to financial products and submit customer service requests for User assistance.

B. Changes: We may make changes to this Privacy Policy from time to time, and any material changes that we make will be posted (in the form of an updated Privacy Policy) on our Sites. Such policy updates will be effective when they are posted unless prohibited by law in which case, we will comply with applicable law prior to making changes to this Privacy Policy. The revisions on the Sites or Services shall apply to the User’s use of the Sites or Services and all acts or omissions occurring after the effective date of the revised Privacy Policy. Accordingly, please review the terms of this Privacy Policy on a regular basis to understand the current terms.

2. Third Party Features, Links and Privacy Policies

The Sites may include service features and augmentations operated by other companies that are not our service partners, but which provide features that we believe Users may appreciate, such as social media widgets, links to third-party websites, advertisements, and other third-party content (“Third-Party Features”). Users who choose to access any Third Party Features, must understand the following: (1) we do not operate, control or monitor Third-Party Features, and these features are subject exclusively to the privacy policies of the companies that operate them; (2) this Privacy Policy does not apply to information collected by any third party, including through any Third Party Features; and (3) we are not responsible for the privacy practices, the placement of cookies on your computer by any third party, or any content you may encounter via Third Party Features. Users who decide to access any Third-Party Features, should read the privacy policy of each linked website to understand the privacy practices that apply to those features. Please see Advis’ disclosures about the use of the Website and Third-Party Features at https://advisnetwork.com/disclosure.

3. The Types of Information That We Collect, and How We Collect It

To provide our Services, we collect data which are not personally identifiable (“Anonymous Data”) and also data that, either alone or in conjunction with other data, could be used to identify an individual or household (referred to as “Personal Data”). Collectively, Anonymous Data and Personal Data are referred to herein as “Data”. Data may be collected in the following ways:

A. Account and Transaction Data: We collect Personal Data that is provided to us voluntarily either via direct communications (e.g., email) or through our Sites, such as when a User registers for our Services. We use Account Data to provide our Services to you, and we may also use account Data to contact Users for marketing or product communication purposes with us and/or our third-party partners (subject to the provisions herein). The Data collected include common categories of contact information (e.g., first name, last name, email address, registered representative company identifier rep code, FINRA CRD Number, nickname, pronouns, job title, organization/company, biographical information, location, country, LinkedIn profile URL, User website URL, financial user type (e.g., individual investor, financial advisor, research professional, etc.), financial products used, telephone number, username, email address, password, and zip code), and may also include certain account administration information (e.g., invoice information).

B. Site Usage Data: We collect certain Site/Service utilization data through the use of tracking technologies (including cookies, as detailed below) and the Data collected can include both Anonymous Data (e.g., how a Site is used) and Personal Data. We refer to this Data as “Site Usage Data.” We use these Site Usage Data to understand how our Sites and Services are used, to improve our Sites and Services, and to protect the integrity and security of our Sites and Services. Site Usage Data include:

Device data. Information about the computer or mobile device you use to access the Sites. This may include technical information transmitted by your device such as the browser used, browser version, operating system, initial device type, the device model and operating system, language preference, device location, unique device identifiers, initial path name, initial referrer URL, initial current URL, initial referring domain, and the Internet Protocol (IP) address through which you accessed the Site.
Site Use Activity. Information regarding your activity on the Sites such as the time and frequency of access, a referrer page domain, pages viewed, and interactions between the User and the Sites, including without limitation associating a User’s URL with contact information.

If your device settings allow us, we may also collect information about your location or geolocation information when you use our mobile application. For more information about how you can control the collection of local information and to set your preferences, please see “Your Choices” below.

C. Other Information you Choose to Provide: We collect information you choose to provide, such as your contact and marketing preferences, interests, and communications and interactions (which may include email messages, survey responses, chat sessions, text messages or phone calls with you) when you sign up for emails, updates, newsletters and marketing information, participate in a survey, promotion or interactive area of a Site, or when you request technical or customer support or contact us, when you create “watch lists” of financial products, when you add financial products (Unit Investment Trusts (UITs)) to your own personal lists, or when you contact our third party customer support/interaction tool, which is currently provided by Intercom R&D Unlimited Company, Intercom, Inc. and Intercom's group companies (“Intercom”).

D. Information we Collect from Social Media Platforms: We may obtain information about you from social media platforms that you use in connection with our Sites or when using our Services, or that share or allow you to share information with us, such as LinkedIn. For example, if you post content to feeds on third-party social media sites or use social media platforms in connection with the Sites, if you use credentials (e.g., username and password ) from a third party site to create or log into your account on the Sites, or if you follow us on social media platforms, such as LinkedIn, we may collect the information that you share with us, or that those social media platforms share with us in accordance with their privacy policies and privacy settings. For more information about social media platform privacy practices, please review the privacy policies and settings of the social media platforms and networks that you use. You may update your privacy settings on each social media platform directly.

If we combine Personal Data with Anonymous Data, the combined information will be treated by us as Personal Data for as long as it remains combined.

4. Cookies and Other Automated Tracking Technologies

We may use cookies (small text files placed on your web browser or device) in connection with our Sites; and we may analyze the information derived from these cookies for the same purposes as set forth elsewhere in this Privacy Policy. You may be able to limit the use or function of some cookies on your computer or mobile device in the manner described below.

We may use the following types of cookies on the Sites:

A. “Functional” Cookies: Cookies which help us to determine usage patterns of our web pages by collecting information about how visitors use our Site. We may also use third-party web analytics services on this Website, such as Posthog. Posthog uses technologies such as cookies to help analyze how users use this website. The information generated by the cookie about your use of this Website (such as your IP address, the URL visited, the date and time the page was viewed) will be transmitted and stored by Posthog and its third party service providers in accordance with Posthog’s policies. Posthog will use this information to monitor your use of this Website, compiling reports on website activity for website operators and providing other services related to website activity and internet usage. Posthog may transfer this information to third parties where required by law, or where such third parties process or store information on Posthog’s behalf. For more information about Posthog’s privacy policy https://posthog.com/privacy.

B. “Necessary” Cookies: These cookies are essential for you to browse a website and use its features, such as accessing secure areas of the site.

Please see “Your Choices” below to manage the use of these Cookies.

5. How We Use the Data that We Collect

We use Data in the manner described in this Privacy Policy. We may use the information we obtain about you both to further our relationship with you and for other purposes, including to:

A. Provide Services to you: We use it to provide the Services to you, facilitate account creation, provide maintenance and support (including by sending you confirmations, related transactional, communications, security alerts, support and administrative messages), provide and personalize or Services, verify your credentials and identity, and to improve our Services and the Sites. We also use anonymized, de-identified and aggregated data generated by the Services to provide insights to our Users. Create and manage your account and personalize our Services, and process, evaluate and respond to your requests and inquiries.

B: We also use Data to:

Communicate with you, including by sending you emails about your transactions and Service-related announcement.
Analyze your interactions with our Services and third parties’ online services so we can tailor our advertising to what we think will interest you.
Verify your identity to ensure security for other purposes listed here.
Provide you with customized Services.
Operate, evaluate and improve our business (including developing new services, managing our communications, learning about our visitors, analyzing our Services and Website, and facilitating the functionality of our website)
Process applications for employment
Perform data analyses (including anonymization of Personal Data)
Comply with applicable legal requirements and industry standards and our policies
Understand traffic patterns on the Website. For example, we use your location information to determine your language preferences or display accurate date and time information. We also use cookies and similar technologies for this purpose, such as remembering which of Your Sites you most recently edited.
Analyze and learn about how the Services are accessed and used, monitor, evaluate and improve the performance of our Services (including by developing new services and managing our communications) and monitor and measure the effectiveness of our advertising. We usually do this based on anonymous, pseudonymized or aggregated information which does not identify you directly.
Ensure the security and integrity of our Services.
Manage our Service Partner relationships.
Identify your preferences
Administer access to your accounts
Manage our customer relationships
Provide you customer support
Process orders, provide our Services and send you related communications
To provide you information about our other Services or third party services that might be of interest to you
To provide you with newsletters and marketing information about our Services when you consent during the registration process
Enforce our Terms of Use and other legal terms and policies
Protect our and others’ interests, rights and property (e.g., to protect our Users from abuse)
Comply with applicable legal requirements, such as tax and other government regulations and industry standards, contracts and law enforcement requests.
Share your Personal Data with other Users of the Services when you opt-in in the settings of the Website or in some form of info with other users of the service: opt-in either in settings or some other form of User interface
Share your Personal Data with other parties in other ways with your consent

C. Further our Business Purposes: We use it to operate, improve upon and expand our business and lawful business activities; to maintain our programs, accounts, and records; for research; to detect and prevent fraud or misuse of our Services; to improve and personalize your experience with us and our Websites and to tailor communications to you; to monitor and improve the performance of our Services for administrative, security and fraud prevention purposes; for our own internal functions, management and corporate reporting, and internal research and analytics; to enforce compliance with our terms of use and other policies or otherwise in connection with legal claims, compliance, regulatory and investigatory purposes as necessary; and for any other business purpose that is permitted by law, including the following:

To comply with our internal record-keeping needs to legal compliance needs
To notify you about changes to our Services
To allow you the option to participate in interactive features of our Services
To detect, prevent, and address technical issues
To protect or otherwise investigate our Services regarding misuse, security breaches, prevention, detection, mitigation, or investigation of fraud, or other potentially prohibited or illegal activities and/or attempts to interfere with the Website or Services or to harm others
With respect to a transfer or sale, including a potential transfer or sale, of any of our assets and/or operations to another party or in the due diligence process in line with a potential transfer or sale
To determine your level of engagement
Monitor and improve the information security of our Sites and/or our Services
Comply with governmental regulations or to respond to a subpoena or other governmental, court, administrative, or other legal requirement (as those terms are defined by applicable law)
Hire, train and/or manage our staff/employees
To enforce our Terms or Use, this Privacy Policy or other policies, and to monitor for violations of our policies or applicable laws
Combined with information we receive from other sources for the purposes set out in this Privacy Policy
Any other purpose communicated to you at the time of collecting the Personal Data, at the time of registration for our Services, and if required by law for which consent has been obtained.
We may use non-personally identifiable information such as demographic data to analyze and develop our marketing strategy and maintain and further improve the Sites and our Services.

D. Customize and Enhance your Experiences with Us. We use it to remember and categorize your interests and preferences; customize the Services we share with you through [direct marketing]; communicate with you about the Sites, Services, products, offers, promotions, surveys, events and other news and information we think may be of interest to you and contact you for feedback. We also may also use Google to create a survey to collect data from Users.

E. Respond to You. We use it to respond to you, such as when you place an order, call us, make a request or inquiry, complete a survey, or share a comment or concern.

6. How We Use the Data that We Collect

Your Personal Data is not sold, rented or leased to other organizations for commercial/business purposes and has not been in the last 12 months immediately preceding the effective date of this Privacy Policy. We may send out email blasts to you on behalf of partners of ours who may want to offer their products and services to you and we may advise you of new Products we will offer.

We work with third-party service providers that supply website and application development, hosting, maintenance, storage, virtual infrastructure, payment processing, data processors, research, advertising, marketing, analysis, and other services for us, which may require them to access or use of your Personal Data. However, in the event one of our third-party service providers needs to access your Personal Data to perform services on our behalf, they do so in accordance with their privacy policies. We engage and share certain Personal Data with third-party service providers/partners as follows:

A. Engage with Service Partners: By necessity, we may share certain Data with third party service partners that are under contract with us and which perform Site-related functions on our behalf (“Service Partners”). Service Partners, who perform services for us or for their own accounts, may access or use Data, including your Personal Data, include the following categories of services providers: cloud-based service providers that provide aspects of the Sites’ functionality (e.g. application hosting, website development, cloud-based storage) other technology service providers and third parties that furnish us with products and services and provide services such as application hosting and data storage services, user analytics, partners for e-blasts, login partners, customer support tool provider. All usage of the Sites will be subject to the privacy policies and terms of use maintained by the applicable Service Partners, including without limitation, AWS, the host for the Website whose privacy policy can be found at https://aws.amazon.com/privacy/, Intercom, the provider of a customer support tool, whose privacy policy can be found at https://intercom.com/legal/privacy, and Posthog, the provider of analytics, whose privacy policy can be found at https://posthog.com/privacy, and Stripe, the provider of billing subscription services, whose privacy policy can be found at https://stripe.com/privacy. If you object to the privacy practices of any Service Partners, please inform us, and please do not use the Sites or our Services.

B. For Legal Purposes. We also reserve the right to disclose Data or any information submitted via Sites if we have a good faith belief that disclosure of such information is reasonably necessary to: (i) comply with any applicable law, regulation, legal process or governmental request; (ii) enforce our policies, including investigations of potential violations thereof; (iii) investigate, detect, prevent, or take action regarding illegal activities or other wrongdoing, suspected fraud or security issues; (iv) establish or exercise our rights to defend against legal claims;(v) prevent harm to our rights, property or safety (or the same interests of our Users or any third party); or (vi) for any other legal purpose.

C: For Other Purposes. We may share Personal Data with third parties for other purposes. For example, we share Personal Data with:

Third parties who provide products and services that may be of interest to you, including third parties that provide us with products and services that enhance our Services for you and that provide us with marketing, research and advertising services, including to: serve advertisements across the Internet; track and categorize your activity and interests over time on our Website and mobile application, and on third-party websites and mobile applications; and to identify the different device(s) you use to access websites and mobile applications.
Social media platforms and networks that offer Third-Party Features and login credentials for our Website. For more information about what information is shared or collected, and how it is used and how to adjust your privacy settings on those platforms and networks, see above.
Our Website, if you provide comments or reviews on our Services.
We may use Personal Data for other additional purposes and will identify those additional purposes at the time of collection.

D. No Sale or Sharing: Except Data that we share out of necessity with our Service Partners, Data that may be generated by certain cookies (Section 4, above), and for the purposes listed in this Section 5, we do not rent, sell, or share Data with third parties for third-party marketing or advertising purposes, but we may send out email blasts for our Service Partners who want to let you know about services or products they offer, who will compensate us for doing so.

Please see Section 6, “Your Choices” for information about the choices you have about the sharing of your Data.

Your Choices

A. Targeted Advertising: If you do not want to receive the benefits of targeted advertising, you may be able to opt out of some network advertising programs that use your information by visiting the NAI Opt-Out Page at http://www.networkadvertising.org/managing/opt_out.asp or the Digital Advertising Alliance (DAA) consumer choice page at www.aboutads.info/choices. Please note that even if you choose to remove your Data (opt-out), you will still see advertisements while you’re browsing online. However, the advertisements you see may be less relevant to you and your interests. Additionally, many network advertising programs allow you to view and manage the interest categories they have compiled from your online browsing activities. These interest categories help determine the types of targeted advertisements you may receive. The NAI Opt-Out Page and the DAA consumer choice page provide mechanisms to opt out of receiving cookies from those companies. Please note that if you opt out of targeted advertising, we may still track your visits to the Site(s) for our own analytics, operations and security purposes. We cannot guarantee that all of the third-party advertisers or web optimization service providers we work with will honor the selections you make. California residents may have additional Personal Data rights and choices.

B. Cookies: Most web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove or reject browser cookies and web beacons. Managing cookie preferences is different on each browser so refer to your specific browser for further information. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of the Sites. We will store your cookie preferences until you clear your browsing cache. You may change your preferences at any time.

C. Social Media: You should review your privacy settings and options directly with each of the social media platforms and networks that you access to determine your options and choices about sharing information from these sites with us.

D. Email Communications: You may choose during the account registration process on the Sites, or otherwise, to provide us with your email address for the purpose of creating your username, and allowing us to send newsletters, surveys, offers, and other materials related to our Services. You may opt out of receiving these promotional communications from us by following the instructions in those communications (such as by using an “unsubscribe” link in an email you receive) or by contacting us at the contact information provided above. Even if you opt out, we may still send you non-promotional communications, such as those about your account or our ongoing business relations.

E. Location Information: We may collect information about your actual location when you use our mobile applications or our Website on your mobile device. You may stop the collection of this information at any time by changing the settings on your mobile device but note that some features of our mobile applications may no longer function if you do so.

F. Account Information: You may update, correct or modify information about you at any time by logging into your online account or by contacting us at the contact information provided above. If you wish to deactivate your account, please email us at support@advisnetwork.com but note we may continue to store information about you as required by law or for legitimate business purposes.

7. Measures Adopted by Advis Network to Protect Privacy Interests

A. Data Inventory/Mapping: We have assessed our data practices and systems to assure that we understand the Personal Data that may be collected via our Sites and how it may flow through our Services and technology platform. We prioritize privacy concerns in the design phase of all new features for our platform.

B. Data Retention: We only collect and process Personal Data that we need to perform the Services or as otherwise described in this Privacy Policy. We may retain Personal Data that are no longer required for the performance of the Services.

C. Security of Data and Processing: We have implemented measures that are designed to limit access to Personal Data to authorized individuals and to prevent the loss or corruption of data. We have implemented commercially reasonable data security technologies designed to preserve the security of all Personal Data collected and/or processed on our platform, including encryption for all such Personal Data in transit and at rest when applicable except for metadata and photos which are publicly accessible and not encrypted at rest.

Please understand, however, that no security system is impenetrable or perfectly secure. We cannot guarantee the security of our databases, nor can we guarantee that the information you supply will not be intercepted while being transmitted to or from us over the Internet. As a result, you use the Sites at your own risk. When registering with us on the Sites, we encourage you to choose passwords of sufficient length and complexity, install the latest security updates and anti-virus software on your computer to help prevent malware and viruses, not share your password with others, and review your account information periodically. If there is any unexpected activity or inaccurate information or if you have reason to believe that your information is no longer secure, please contact us using the contact information provided above.

8. Other Terms

A. Transfer of Assets: If another entity acquires us or acquires all (or substantially all) of our assets, the Data in our platform will be transferred to and used by this acquiring entity. Also, if any bankruptcy or reorganization proceeding is brought by or against us, all such information may be sold or transferred to third parties.

B. Minors and Privacy: The Sites and Services are not directed toward, or intended for use by, individuals under age 13 (16 if outside the US). We do not knowingly collect information from anyone under age 13 (16 if outside the US). If you are under the age of 13 (16 if outside the US), please do not use the Sites and do not register with, order or purchase from, or provide any Personal Data to, us. If we find out that we have collected information from a minor under age 13 (16 if outside the US), we will take all commercially reasonable steps delete that information immediately. If you are under the age of 18, you should use the Sites only with the involvement of a parent or legal guardian and should not submit any Personal Data to us.

C. Third Party Sites and Links: We are not responsible for the privacy practices and/or security practices employed by any third-party websites or service, including but not limited to any such sites or services that may be linked to or referred to in any way on the Sites.

D. International Users: The Sites are intended for use only by U.S. residents that are physically located in the United States. Each time you use or access a Site, you represent that you are a legal resident of the United States and that you are located in the United States; and further, you agree and consent (and represent that you have the authority to provide such consent) to the information collection, use and sharing practices described in this Privacy Policy. Our Services and the Sites are subject to the laws of the United States, including those governing the privacy and security of your information. Your data may be stored/transferred outside of the United States; and our content management system (CMS) content is currently stored in a data center in the EU. If you are a user from a country outside the United States, and you choose to access the Sites, you are deemed to consent to the transfer of any Personal Data you disclose from the country from which you reside or from which you access the Sites to United States, as allowed by law.

E. Do Not Track: Some web browsers may transmit “Do Not Track” signals to websites visited by the user. The Sites may not respond to web browser-based “do not track” signals.

F. Biometric ID Processing: We do not use any technologies (e.g. face recognition) that are designed to identify an individual based on data (e.g. photographs, videos) collected/processed by the system.

G. Accessibility: We strive to assure that our Sites are accessible. If you experience any difficulty in accessing any part of the Sites or this Privacy Policy, please contact us immediately.

H. Security. We endeavor to incorporate commercially reasonable safeguards to help protect and secure your Personal Data. However, no data transmission over the Internet, mobile networks, wireless transmission or electronic storage of information can be guaranteed to be 100% secure. Please note that we cannot ensure the security of any information you transmit to us, and you use our Services and provide us with your information at your own risk.

I. California Residents: If you are a California resident, California law may provide you with additional rights regarding our use of your personal information. California’s “Shine the Light” law permits our users who are California residents to request and obtain from us, once a year and free of charge, information about categories of personal information, if any we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal data in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to use using the contact information provided above. Please allow up to 45 days for a response.

J. Severability and Enforceability. To the extent any provision of this Privacy Policy is found by a competent tribunal to be invalid or unenforceable, such provision shall be severed to the extent necessary for the remainder to be valid and enforceable.

9. Contact Us

If you have any questions about this Privacy Policy, our Sites and/or Services, you can contact us at:

Advis Network, Inc.
1605 13th Ave SW
Olympia, WA 98502
support@advisnetwork.com

Appendix A: List of Cookies

Cookie Name	Category	Purpose	Duration	Description
ph_phc_[app_id]_window_id	Persistent, functional	Unique anonymous identifier	6 months	Anonymous visitor cookie.
posthog_csrftoken	Persistent, necessary	CSRF protection cookie, required to validate any POST request	6 months
CognitoIdentityServiceProvider.[app_id].[user_id].[sub]	Persistent, necessary	Required to maintain logged-in sessions	Varies	Local storage, refreshed as needed to maintain the logged-in session
intercom-id-[app_id]	Persistent, necessary	Unique anonymous identifier	9 months	Anonymous visitor cookie.
Intercom-session-[app_id]	Persistent, necessary	Keeping track of Intercom messenger sessions	1 week	Identifier for each unique browser session.
ck-consent	Persistent, necessary	Tracks user’s cookie preferences	1 year	The cookie is set to remember the visitor's consent settings.
ck-functional	Persistent, necessary	Tracks user’s functional cookie preferences	1 year	The cookie is set to remember the visitor's consent settings.

Appendix B: Changelog

June 2, 2025. Added pro.app.advisnetwork.com to the list of websites. Added Stripe as a Service Partner. See previous version.

June 27, 2023: Completely new version to reflect business changes and new app experience. See previous version.

December 12, 2022: Added Posthog to the list of data processors. See previous version.